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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AVANTAX RETIREMENT PLAN SERVCIES Service code 15 · EIN 42-1447865 | Recordkeeping | $141,117 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $265,294 | $55,446+378.5% | $155,574+70.5% | $74,429+256.4% |
| Participation rate | 74.2% | 61.9%+12.3pp | 78.2%-4.0pp | 67.2%+7.0pp |
| Annual return | 23.36% | 269.20%-245.8pp | 64.87%-41.5pp | 1368.38%-1345.0pp |
| Employer contribution / active EE | $3,240 | $2,266+43.0% | $4,676-30.7% | $2,625+23.4% |
| Participant deferral / active EE | $6,514 | $2,836+129.7% | $5,629+15.7% | $4,348+49.8% |
| Admin fee / account holder | $1,086 | $1,743-37.7% | $15,914-93.2% | $1,944-44.2% |